AMALX Mutual Fund

NAV$12.58

Returns Overview

1 Month
+0.08%
3 Months
+10.25%
6 Months
+18.34%
YTD
+24.31%
1 Year
+30.21%
3 Years (annualized)
+13.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMALX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+24.31%
Peer Avg (YTD)
+18.52%
vs Peers
+5.78%

AMALX Mutual Fund Performance

AMALX performance across multiple time periods: 1-month 0.08%, YTD 24.31%, 1-year 30.21%, 3-year 13.51%.

AMALX returns outperform the peer average of 18.52% YTD. investors should weigh costs against performance when evaluating this mutual fund.

AMALX performance comparison shows side-by-side returns with another fund. AMALX alternatives are available in the Mutual Fund Screener.